Succession Video Discussions

Advancing Your Business, People and Legacy Conversation Series

Welcome to our podcast focused on all things impacting growth, value and the sustainability of privately held businesses.  Contact kendall@rawlsgroup.com if you would like to submit a topic for discussion, questions about the podcast or have question about your succession planning environment.

What Multi-Unit Franchisees Need to Know About Estate Planning

2024-03-15T14:41:47-05:00By |Advisor Collaboration, Multi-Unit Franchise Ownership Strategies, Multi-Unit Franchising, Succession Blog, Video|

Dive into the intricate world of estate planning for multi-unit and multi-brand franchisees and family businesses with Nate Riordan, founder of West Coast Franchise Law, and seasoned succession planners Jeff Bannon and Greg Sisa from The Rawls Group. Discover the unique challenges faced by franchise businesses due to the franchisor-franchisee [...]

Navigating Franchise Agreements: Expert Strategies for Ownership Transitions

2024-03-15T15:28:09-05:00By |Advisor Collaboration, Multi-Unit Franchise Ownership Strategies, Multi-Unit Franchising, Succession Blog, Video|

Dive deep into the art of strategic business structuring in this enlightening video! Join industry experts Nate Riordan, founder of West Coast Franchise Law, and succession planning veterans Jeff Bannon and Greg Sisa from The Rawls Group as they unravel the complexities of franchise agreements, right of first refusal, and [...]

Unlocking Dealership Valuation: The “Thinking Green, Not Blue” Approach

2024-03-15T18:25:31-05:00By |Advisor Collaboration, Automotive Succession Planning, Strategic Considerations in Automotive Retail, Succession Blog, Video|

In an insightful conversation focused on Succession Planning and Strategic Considerations in Automotive Retail moderated by Jason Stein with Flat Six Media, George Karolis from The Presidio Group and Champ Rawls a succession planner with The Rawls Group, the conversation delves into the intricate world of business valuation, succession planning, [...]

From Control to Continuity: Expert Strategies for Franchise Owners

2024-03-15T14:39:08-05:00By |Advisor Collaboration, Multi-Unit Franchise Ownership Strategies, Multi-Unit Franchising, Succession Blog, Video|

In this eye-opening video, Nate Riordan, the founder of West Coast Franchise Law, teams up with seasoned succession planners Jeff Bannon and Greg Sisa from The Rawls Group to shed light on a crucial aspect of franchise ownership: trusts and succession planning. Dive deep into the world of estate planning [...]

Navigating Family and Business Conflicts in the Automotive Industry

2024-03-15T17:41:51-05:00By |Advisor Collaboration, Automotive Succession Planning, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

In this enlightening video discussion, Dan Iosue, a highly experienced succession planner from The Rawls Group, collaborates with Scott Womack, a valuation expert from Mercer Capital, to delve into the intricate landscape of family and business conflicts within the automotive industry. As they explore this multifaceted topic, they unveil various [...]

Challenges and Evolution of the Dealer Model

2024-03-15T18:32:37-05:00By |Advisor Collaboration, Automotive Succession Planning, Strategic Considerations in Automotive Retail, Succession Blog, Video|

Embracing Change: Strategic Succession Planning in Automotive Retail In a dynamic conversation moderated by Jason Stein of Flat Six Media, industry experts George Karolis from The Presidio Group and Champ Rawls from The Rawls Group delve into the critical topic of Succession Planning and Strategic Considerations in Automotive Retail. This [...]

Navigating Trust Approval in Multi-Brand Franchisee Succession

2024-03-15T14:36:09-05:00By |Advisor Collaboration, Multi-Unit Franchise Ownership Strategies, Multi-Unit Franchising, Succession Blog, Video|

Join us for a crucial discussion as Nate Riordan, the founder of West Coast Franchise Law, teams up with seasoned succession planners Jeff Bannon and Greg Sisa from The Rawls Group. Together, they delve into the essential aspects of coordinated planning in multi-brand franchisee businesses, family enterprises, and succession strategies. [...]

Determining Dealership Value in a Booming Automotive Market

2024-03-15T17:46:27-05:00By |Advisor Collaboration, Automotive Succession Planning, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

In this educational video, two industry experts, Scott Womack, a seasoned valuation expert representing Mercer Capital, and Dan Iosue, a succession planning specialist associated with The Rawls Group, converge to provide invaluable insights on the art of valuing your dealership during a period of exceptional profitability for the automotive industry. [...]

Metrics and Considerations for Future Planning in the Auto Industry

2023-09-28T12:01:49-05:00By |Advisor Collaboration, Automotive Succession Planning, Strategic Considerations in Automotive Retail, Succession Blog, Video|

In a recent conversation focused on Succession Planning and Strategic Considerations in Automotive Retail, with Jason Stein from Flat Six Media, George Karolis of The Presidio Group and, Champ Rawls, a Succession Planner with The Rawls Group, Rawls shed light on the essential metrics and considerations that auto dealers must [...]

Navigating Business Valuations: A Roadmap for Car Dealers

2024-03-15T17:48:22-05:00By |Advisor Collaboration, Automotive Succession Planning, Succession Blog, Valuations & Succession Planning for Car Dealers, Video|

In the intricate world of family business and succession planning for car dealerships, understanding the nuances of business valuations is pivotal. In this video featuring Scott Womack, a highly respected valuation expert representing Mercer Capital, Womack generously shares his expertise and offers valuable guidance to car dealers navigating the complexities [...]

What is Changing In the Areas of Estate Tax?

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Planning Opportunities To Take Advantage of Now

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Leadership in Uncertain Times

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